Section 3

Add Contract

SCPRS

Procurement Division, DGS

August 12, 2003

The following screen is used to add a contract. This is the first screen used to enter a new contract into SCPRS. Note that amendments cannot be added to the SCPRS until a contract has been first added to the system.

The following pages in the User's Guide address each of the boxes on this first Add Contract page. The boxes are listed as they appear on the screen, starting at the top of the screen and going from left to right.

Boxes that have a red asterisk to their right are required and must contain data. If a required field is empty, a message box appears and the system does not allow you to continue when you click on the gray Submit button on the bottom of the screen.

Dept/Agency Name - Defaults

The name of the user's department/agency is defaulted to the Department/Agency associated with the user's email address. The user does not have to do anything for this information to be added to the new contract.

Sub-Unit Name

Enter the full name of the Department/Agency sub-unit. This box allows a large amount of text to be added. Do Not Abbreviate. For example: Procurement Division is a sub-unit of the Department of General Services and should not be abbreviated to PD.

Original Entry Date - Defaults

Today's date is automatically entered for a new contract based on the SCPRS computer's system date. The data format is month, day, year order (MM/DD/YYYY). For example: March 22, 2003 is 03/22/2003.

Contract Type* - Required Field; pull-down box

This box permits the user to select from a list of choices for contract type. One of the choices must be selected. Unless a different type is selected from the drop down box, the default value of 1-IT Goods is automatically used for the Contract Type.

To select a different contract type than the default '1-IT Goods' click on the small arrow in the gray box at the far right inside of the box to view a pull-down listing. The screen looks like the one below. Move the mouse to the item to be selected and click on that item. The item should now appear in the Contract Type box.

A table of required fields for each Contract Type is included here and appears in the description window when the blue text Contract Type above the box is clicked.

Contract Types / Beginning Term / Ending Term / Delegation #*
1 / IT Goods / Required / Required*
2 / IT Services / Required / Required / Required*
3 / IT Consulting Services / Required / Required / Required*
4 / Non-IT Goods (Commodities) / Required / Required*
5 / Non-IT Consulting Services / Required / Required
6 / Non-IT Services / Required / Required
7 / Public Works / Required
8 / A & E (Architecture & Engineering) / Required**
9 / Interagency Agreement/Other Public Entities / Required / Required
10 / Grants/Subvention Contract / Required / Required
11 / Memberships/Sponsorships / Required / Required

*Contract Types that require a Department Delegation Number include IT Goods, IT Services, IT Consulting Services, Non-IT-Goods (Commodities) and Interagency Agreements for select data centers. . A Department Delegation number is not required if the Contracting Method is a CMAS or MA as described in the Contracting Method drop down data field. Once a “formal” delegation for all “leveraged procurement agreements” (these include CMAS and MA’s) is granted, that number must be included in the “Delegation #” field. **Refer to the A&E definition below for information on Required Beginning Term.

Below is a detailed description of each item that is available for Contract Type. If further assistance is needed, please send a message to the SCPRS staff through the Feedback link that is located in the gray area on the left of the screen.

Contract Type*

1 - IT Goods

Additional Required Fields: Beginning Term; Delegation No.

Is it a contract for the purchase of a Commodity or Goods? Does the contract have as its sole or main purpose the buying of some tangible items, such as equipment, parts, supplies, or other merchandise? If so, are the items responsible for the predominant value to the contract? Additionally, these goods are specifically of an IT nature.

Example: A mainframe computer would be an IT Good. Although an automobile may contain subsystems that include computerized functions is a Non-IT Good.

2 - IT Services

Additional Required Fields: Beginning Term; Ending Term; Delegation No.

As defined in GC § 11702(e) "Information Technology" includes, but is not limited to, all electronic technology systems and services, automated information handling, system design and analysis, conversion of data, computer programming, information storage and retrieval, telecommunications which include voice, video, and data communications, requisite system controls, simulation, electronic commerce, and all related interactions between people and machines.

3 - IT Consulting

Additional Required Fields: Beginning Term; Ending Term; Delegation No.

Is it a Consulting Services Contract? Does the contract have as its sole or primary purpose some type of recommendation, or product of the mind? Are the unique knowledge of the individual and intellectual abilities of critical importance to the success of the contract?

IT consulting is a subset of IT Services and identifies a specific type of IT Service.

4 - Non-IT Goods (commodities)

Additional Required Fields: Beginning Term; Delegation No.

As described in PCC § 10290 “Goods” means all types of tangible personal property, including material, supplies, and equipment.

As Described in the State Contracting Manual § 1.05:

Is it a contract for the purchase of a Commodity or Goods? Does the contract have as its sole or main purpose the buying of some tangible items, such as equipment, parts, supplies, or other merchandise?

5 - Non-IT Services

Additional Required Fields: Beginning Term; Ending Term

As defined in the State Contracting Manual § 1.05:

Is it a Contract for non-I/T services? Does the contract have as its sole or primary purpose providing non-I/T services? Services contracts are those that have someone doing something. Many Service Contracts are easily identified, e.g. waste removal services, cleaning services, etc. However, some Services contracts are more difficult to determine, especially when they involve other disciplines as well. Example: A contract for carpeting may involve purchase of carpet (commodity) as well as removal of old carpet and pad (Service), and installation of new carpet and pad (Service). The determining factor should be what is the primary focus of the contract and expertise of the contractor. Purchase of the item, or proper installation?

6 - Non-IT Consulting

Additional Required Fields: Beginning Term; Ending Term

As defined in Public Contracting Code: PCC § 10335.5. (a) "Consulting services contract," as used in this article, means services that do all of the following:

(1) Are of an advisory nature.

(2) Provide a recommended course of action or personal expertise.

(3) Have an end product that is basically a transmittal of information either written or verbal and that is related to the governmental functions of state agency administration and management and program management or innovation.

(4) Are obtained by awarding a contract, a grant, or any other payment of funds for services of the above type.

The product may include anything from answers to specific questions to design of a system or plan, and include workshops, seminars, retreats, and conferences for which paid expertise is retained by contract.

Non-IT Consulting is a subset of Non-IT Services and identifies a specific type of Non-IT Service.

7 - Public Works

Additional Required Field: Beginning Term

An Agreement for the erection, construction, alteration, repair, or improvement of any public structure, building, road, or other public improvement of any kind in accordance with PCC § 1101and SCM, Chapter 10, et al. Public Works contracts may have both amendments for administrative changes to the contract and change orders for work and product specification changes. Both amendments and change orders should be entered into the system as an Amendment.

Note: Please refer to Add Amendment in Section 4 of the User Guide for instructions to enter Public Works Contracts Change Order information into the SCPRS system and for important information on the numbering of amendments of Public Work contracts.

8 - A & E (Architectural & Engineering)

Additional Required Fields: Beginning Term

Note: Enter the original beginning term of this contract. For contracts with no beginning date, enter the date of execution. The date of execution is the date of Office of Legal Services approval (if required), or the date of signature by the authorizing State Agency (if Office of Legal Services approval is not required due to delegation).

A&E (Architect And Engineering) Contracts: Contracts for the professional services of an architectural, landscape architectural, engineering, environmental, or land surveying nature as well as incidental services that members of these professions and those in their employ may logically and justifiably perform. Also includes construction management services provided by a licensed architect, registered engineer or licensed general contractor which meet the requirements of Government Code 4529.5 for management and supervision of work performed on state construction projects. Section 4529.5 requirements include construction project design review and evaluation, construction mobilization and supervision, bid evaluation, project scheduling, cost-benefit analysis, claims review and negotiation and general management and administration of a construction project.

9 - Interagency Agreements and Other Public Entities

Additional Required Fields: Beginning Term; Ending Term; Delegation No. for select data centers

This includes interagency agreements (as described in the State Contracting Manual § 3.03) and agreements with other public entities, such as federal, county and city governmental units, non-California state agencies, joint powers authorities, and campus foundations.

10 - Grants/Subvention

Additional Required Fields: Beginning Term; Ending Term

Grant: To bestow or confer a benefit on another, with or without consideration. Grants provided by state agencies must be authorized by the Legislature.

Subvention/local assistance: A contract financed out of the local assistance portion of the budget; includes agreements providing assistance to local governments and aid to the public directly or through an intermediary, such as a nonprofit corporation organized for that purpose.

11 - Memberships/Sponsorships

Additional Required Fields: Beginning Term; Ending Term

Membership: Departmental memberships in professional organizations are considered and processed as a services agreement. Memberships in professional organizations for represented employees are governed by bargaining agreements and payment is by way of reimbursement; memberships in professional organizations for non-represented employees are governed by DPA rules and payment is by way of reimbursement.

Dept. Delegation No

The Delegation Number identifies the specific type of delegated purchasing authority for which the department has been given authorization to acquire goods and/or IT goods and services. This field can hold up to 20 characters. There are no restrictions in this field, therefore dashes, spaces, numbers, letters, etc. are acceptable.

Note: Contract Types that require a Department Delegation Number include IT Goods, IT Services IT Consulting Services, Non-IT-Goods (Commodities) and Interagency Agreements for select data centers. . A Department Delegation number is not required if the Contracting Method is a CMAS or MA as described in the Contracting Method drop down data field. Once a “formal” delegation for all “leveraged procurement agreements” (these include CMAS and MA’s) is granted, that number must be included in the “Delegation #” field.

Use a Delegation Number:

·  Goods Base Delegation Number - For the acquisition of goods valued at $100 - $25,000, and/or for goods valued at $5,000 - $99,999.99 when acquired under GC § 14838.5.

·  Information Technology (IT) Base Delegation Number - For the acquisition of IT goods and services valued to $500,000.

·  Expanded, Special, and One-Time Delegation Number - For the acquisition of goods and IT goods or services which exceed the base delegation limits.

Do Not Use a Delegation Number: Acquisitions for non-IT services may not be acquired under the department’s delegated purchasing authority; therefore if entering into a non-IT ”service” contract, leave this field blank.

The delegation number signifies that the department has been granted delegated purchasing authority by DGS-PD to make purchases as applicable to the specific type of delegated authority granted.

All purchase orders prepared using delegated purchasing authority must be prepared using the Contract/Delegation Purchase Order (CDPO) (Std. 65). The delegation number is entered in the "Contract/Delegation Number" box on the Std. 65.

·  Goods Base Delegation Number - (example: 9-02-1234) Issued for the acquisition of materials, supplies, and equipment up to $25,000 per transaction, or the department’s delegated purchasing authority limit as specified in the department’s Delegation Authority Approval Memorandum. If acquiring a purchase under GC § 14838.5, departments may make purchases up to $99,999.99 under their Goods Base Delegated Purchasing Authority. See Delegation Guidelines for Goods.

·  Information Technology (IT) Base Delegation Number - (example: IT-123) Issued for the acquisition of information technology and telecommunications goods and services up to $500,000 per transaction, or the department’s delegated purchasing authority limit as specified in the department’s Delegation Authority Approval Memorandum. See Delegation Guidelines for Information Technology.

·  Expanded Delegation Number - (example: 9-02-9123) Issued for the acquisition of goods, information technology or telecommunications goods and services that exceed the base delegation limits. An expanded delegation is a general expansion of authority with no restrictions on the type of goods a department can acquire. See Delegation Guidelines for Expanded Delegations.

·  Special Delegation Number - (example: 9-02-9123) Issued for the acquisition of goods, information technology or telecommunications goods and services that exceed the base delegation limits. A special delegation is generally for a specific type of goods or group of identified goods. See Delegation Guidelines for Special Delegations.

·  One-Time Delegation Number - (example: DO-123) Issued for the acquisition of goods, information technology or telecommunications goods and services that exceed the base delegation limit, but the department is not seeking a special or expanded delegation. Generally, a procurement conducted under this type of delegation is reviewed and approved by PD before the contract is issued.